I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I can offer comprehensive financial strategies and/or focus on one specific area of need. 

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

 

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 400 Meridian Centre, Ste 101, Rochester, NY 14618 (585)241-5200

Education

University at Buffalo

Affiliations & Memberships

Financial Planning Association (FPA)